Capital Strategy Review

We analyze your capital needs, evaluate your capital structure, and identify appropriate sources of capital (friends & family, angels, venture capital, grants, SBA-guaranteed loans, bank financing, internal cash flow, etc.) to help you achieve your full potential.

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Capital Needs Analysis

Determine what your business' near-term and long-term capital needs are.

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Capital Structure Evaluation

Evaluate your capital structure to feed your business' current and future growth needs.

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Source Identification

Find the best financing resources for your business today and beyond.

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Unlock Capital & Grow

Achieve your desired growth by unlocking important capital sources.

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Bundled Services

Standard Review

  • Two hours reviewing your materials and preparing a written evaluation of your business plan, intellectual property and financial model
  • Review of non-dilutive funding opportunities including US federal, US State and International opportunities including SBA lending analysis
  • 30 minutes of telephone consulting to answer your questions and offer additional guidance.

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Detailed Review

  • Seven hours reviewing your materials, preparing a detailed written evaluation, and making as many improvements to your business plan and financial model as time allows
  • Review of IP and analysis for licensing, monetization or prosecution optimization
  • Review of non-dilutive funding opportunities including US federal, US State and International opportunities including SBA lending analysis
  • 60 minutes of telephone consulting to answer your questions and offer additional guidance

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Done for you Capital Raise

Fixed-fee engagements to execute everything needed to get the Company ready for a capital raise and prepare the investor target lists

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Capital Raise Accelerator Bootcamp

Three day onsite bootcamp to work through the course materials real-time with our staff to finalize and launch a capital raise over the weekend.

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Equity and Compensation Planning

Analysis of existing equity, cap table,  bonus and compensation planning for the CEO with bench-marked recommendations to change the allocation

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Operational System Deployment

Onsite facilitation of your quarterly, annual or capital strategy planning meeting with you and your leadership team

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Get started with your capital planning

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